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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.37%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
–
Net Calls
+$5.23M
Net Calls Change
-$1.57M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$375M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$42.3M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$28.6M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$41.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$557M
2
Bank of America
2
Bank of America
North Carolina
$450M
3
ZB
3
Zions Bancorporation
Utah
$133M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$270M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$66.1M 547,765 -11,762 -2%
EH
27
Equitable Holdings
New York
$59.3M 491,056 -12,556 -2%
HWA
28
Heritage Wealth Advisors
Virginia
$58M 480,649 +11,548 +2%
ANTB
29
AMG National Trust Bank
Colorado
$43.7M 361,994 +6,768 +2%
Wolverine Trading
30
Wolverine Trading
Illinois
$42.3M 350,170 +350,170 New
OCM
31
One Capital Management
California
$41.3M 342,443 -54,065 -14%
ACA
32
Anchor Capital Advisors
Massachusetts
$41.2M 341,598 +198,869 +139%
Corient Private Wealth
33
Corient Private Wealth
Florida
$38.5M 320,443 +26,927 +9%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$38.2M 316,579 +10,474 +3%
CPIG
35
Chicago Partners Investment Group
Illinois
$37.7M 295,642 -8,299 -3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$35.2M 291,327 -4,412 -1%
AWM
37
AE Wealth Management
Kansas
$34.4M 284,573 +3,583 +1%
Mariner
38
Mariner
Kansas
$33.3M 275,723 -3,163 -1%
GI
39
GLOBALT Investments
Georgia
$33.2M 274,863 +2,599 +1%
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$32.8M 271,970 -10,459 -4%
CMA
41
Cedar Mountain Advisors
Oregon
$30M 248,687 +2,388 +1%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$28.6M 237,140 +117,608 +98%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$28.6M 236,919 +214,618 +962%
SW
44
SVB Wealth
Massachusetts
$28.3M 234,084 +33,629 +17%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$28.2M 233,692 +114,266 +96%
Osaic Holdings
46
Osaic Holdings
Arizona
$26M 215,464 -13,005 -6%
KeyBank National Association
47
KeyBank National Association
Ohio
$24.5M 202,933 -1,499 -0.7%
LL
48
LPWM LLC
Minnesota
$23.9M 199,757 +2,819 +1%
PP
49
Pegasus Partners
Wisconsin
$23.6M 195,098 +16,137 +9%
M&T Bank
50
M&T Bank
New York
$23.6M 195,081 -1,888 -1%
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